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    Microsoft 365 Integration

    Microsoft 365 (formerly Office 365) integration with ServiceDesk Plus allows technicians to view and manage the subscriptions purchased from Microsoft by the organization.


     

    Since Powershell is used to execute commands and fetch subscription/license details, Microsoft 365 integration can be configured only in the Windows server where the application is hosted. 


    Benefits of Microsoft 365 integration:

    • Sync subscription details from Microsoft 365 to ServiceDesk Plus periodically.
    • Map users in ServiceDesk Plus with synced subscriptions based on Microsoft 365 associations.
    • Monitor help desk activities along with licenses and services consumed by users from a central console.
    • Track services usage visually using graph views.


    Role Required: SDAdmin in ServiceDesk Plus and Global Administrator in Microsoft 365.

    Prerequisites

    Ensure you have an optimal network connection.

    In the server where ServiceDesk Plus is hosted, install the following applications and modules.

    Application/Module

    Instructions for Help

    Application: Microsoft Dot NET version 4

    Install Microsoft Dot NET Framework 4 from here.

    Application: PowerShell version 3

    (installed by default with OS)

    To check the PowerShell version installed,

    • Type PowerShell from Start > Run.
    • If PowerShell is installed, check for its version number by running the command $PSVersionTable.

    If PowerShell version 3 is not present, install from here.

    Application: Microsoft Visual C++ Redistributable 2017 (64-bit version)

    (installed by default with OS)

    To check if Microsoft Visual C++ Redistributable is installed,

    • Go to Control Panel > Programs > Programs and Features.
    • Look for Microsoft Visual C++ Redistributable. The installed version will be listed there.

    If the Microsoft Visual C++ Redistributable 2017 is not present, install from here.

    Module: Microsoft Online Service Sign-in Assistant

    (installed by default with OS)

    To check if Microsoft Online Service Sign-in Assistant is installed,

    • Go to Start > Run.
    • Open services.msc.
    • Check if Microsoft Online Services Sign-in Assistant service is installed.

    If Microsoft Online Services Sign-in Assistant is not present, download it from here.

    Module: Azure Active Directory Module for Windows PowerShell (64-bit version)

    To check if Azure Active Directory Module is installed, open PowerShell and enter Get-Module -ListAvailable -Name MSOnline. This will list the module if it is installed.

    If Azure Active Directory Module is not listed,

    • Open PowerShell as administrator.
    • Install the MSOnline module with the command: Install-Module -Name MSOnline -Force.

     

    Understanding Terminologies 

    Microsoft 365 Subscription/Package/License - Microsoft applications and other productivity services provided by the Microsoft, along with their access constraint.

    Microsoft 365 Tenant - An organization, department or any sub-division using Microsoft 365 services. Tenant is the container for entities in an organization like users, domains, or subscriptions.

    Microsoft 365 Account - User login used to access Microsoft 365 and utilize the services or applications.

    Global Administrator Role - A privileged account managing the Microsoft 365 tenants and essential configurations.


    Configure Integration 

    Go to Admin > Apps & Add-ons > Integrations. In the Third Party tab, click Settings on the Microsoft 365 card.

    On the Microsoft 365 configuration page and click New to create a tenant. You can create multiple tenants for various Microsoft accounts.

    Fields

    Description

    Credential Name

    Provide the organization name. This field is mandatory.

    Description

    Briefly describe the subscriptions, licenses, and services of the organization.

    Username

    Provide the username and password to authenticate the tenant.

    The user credentials specified must have Global Administrator privileges in Microsoft 365.

    Password

    Start Date & Time

    Specify the date and time to start syncing the data from Microsoft 365.

    Repeat (No.of days)

    Mention the frequency (in days) to refresh the data synced

     

    Click Save.




    List View Operations 

    • Edit Tenant Details - Click  and select Edit.
    • Sync Changes - Click  and select Sync Now. The latest software/license details updated in Microsoft 365 will be updated to ServiceDesk Plus.
    • Update Latest Tenant Details - Click  on the toolbar to update the tenant details.
    • Delete Tenant - Click  to delete a tenant.
    • Click View History to track all operations performed on the tenants.
     
     
     

    Troubleshoot Scan Failures 

    Click View Details hyperlink in tenants where the scan status is Failed.

    • A slide-out panel lists the various prerequisite software with their current status. You can check this list to ensure all prerequisite software are installed successfully.
    • Ensure the credentials of the global administrator provided while configuring the tenant are correct. If the global administrator credentials are modified after configuring the tenant, the scan will fail.
    • Check your network connectivity.

     

     

     

    See also: Subscriptions and license information obtained via integration will be listed under Assets > Software > Microsoft 365. Learn more.

     

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